Unclaimed
Jay Slade is an investment advisor representative at Flagstar Advisors, based in Brooklyn, NY. Jay has been in the financial services industry since 1992. Jay is registered to provide investment advice in several states, including New Jersey, New York, and Colorado. Jay specializes in providing investment advice to individuals, corporations, and other businesses, including charitable organizations, pension and profit-sharing plans, and high-net-worth individuals. Jay has experience with a wide range of investment products and services, including portfolio management, financial planning, and selection of other advisors. Jay is committed to providing clients with personalized investment advice and guidance to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
NY
01/08/2025 - Present
Flagstar Advisors (Brooklyn NY)
NY
01/01/2005 - 12/13/2016
HSBC SECURITIES (USA) INC. (BROOKLYN NY)
NY
12/02/2016 - 12/08/2016
SIGNATURE SECURITIES (Brooklyn NY)
NY
06/19/2000 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
06/04/1997 - 06/19/2000
REPUBLIC FINANCIAL SERVICES CORPORATION (NEW YORK NY)
NY
10/10/1996 - 06/17/1997
GKN SECURITIES CORP. (NEW YORK NY)
NY
08/22/1995 - 10/04/1996
JOSEPH STEVENS & COMPANY, L.P. (BROOKLYN NY)
NY
03/03/1995 - 08/25/1995
MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)
NJ
10/10/1994 - 03/06/1995
A.S. GOLDMEN & CO., INC. (RED BANK NJ)
NY
03/01/1994 - 08/25/1994
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
01/28/1992 - 07/07/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/28/1992 - 07/07/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 02/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/27/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/30/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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